Hiring Wealth RM / NRI RM For Bank - Bangalore, Malappuram, Kerela

4 - 9 years

7 - 17 Lacs

Malappuram, Bengaluru, Kochi

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Retail Liabilities relationship manager Casa Sales Saving Account HNI Mutual Funds Portfolio Ultra HNI Client Handling Premier Wealth Management Casa HNI Sales TPP Liabilities Fixed Deposits Third Party Preferred Banking Current Account Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles: Wealth RM Location: Across Bangalore, Kochi, Kollam, Kottayam, Malappuram. Industry: Banking CTC: upto 18 LPA Age limit 39 years Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to grow liabilities, investment, and insurance business. Identify new business opportunities through referrals, networking, and market research to expand the customer base. Develop and maintain strong relationships with existing clients to increase wallet share and cross-sell products. Collaborate with internal teams such as sales, product, operations, compliance, etc. to resolve client issues and improve overall service delivery. Ensure timely resolution of client queries and concerns while maintaining high levels of customer satisfaction. Desired Candidate Profile 4-10 years of experience in HNI Banking/NBFC/Services/Portfolio Management. Strong understanding of financial markets, investments, insurance products, mutual funds, portfolio management services PMS), wealth management concepts. Excellent communication skills for effective relationship-building with HNIs/NRIs; ability to articulate complex financial concepts simply. How to Apply : If Interested, WhatsApp your cv to 8861316141, I will guide you with details. Thanks & Regards, Priyanka A M Senior Recruitment Specialist / BFSI & Services m +91-8861316141 | e priyanka.pooja@upgrad.com| https://www.upgrad.com/ Follow us: Facebook | Twitter | LinkedIn | YouTube

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Rekrut India
Rekrut India

Staffing and Recruitment

N/A

51-200 Employees

197 Jobs

    Key People

  • Amit Tiwari

    Founder & CEO
  • Priya Sharma

    Chief Operating Officer

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